401 (k) Client Service Manager

Aon is in the business of better decisions. We shape decisions for the better to protect and enrich the lives of people around the world. As a global organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed.

About the role

The Client Service Manager (CSM) is responsible for delivering the Aon Pooled Employer Plan (Aon PEP) 401(k) Plan to a portfolio of participating employers. CSMs are the main client contact for service delivery and work closely with Aon PEP leaders and our service partners to deliver a high-quality, market-leading 401(k) experience. This is a virtual role with the flexibility to work from home or from any local Aon office in the US.

Responsibilities

• Have a strong command of client objectives
• Stay current on 401(k) regulatory and legislative landscape
• Support clients through complex 401(k) regulatory and administrative issues using sound judgment
• Monitor, review, and identify 401(k) administrative concerns with analytical and organizational skills
• Use Excel expertise to strategically identify and resolve data discrepancies
• Delegate to a team of analysts and oversee completion and accuracy of workflow
• Work in a fast-paced environment, tracking multiple deliverables and inquiries across multiple clients and participants
• Lead special projects, such as plan design changes, plan amendments, custom communications, educational webinars, payroll corrections, and merger & acquisition support
• Expand your knowledge of 401(k) plan design, administration, compliance, and procedures
• Work directly with clients and third-party vendors, serving as a project manager and resource
• Ensure plan compliance across participant employers and deliver high-quality services

Requirements

• At least 5 years of experience in retirement consulting, plan management, and client service
• Expert understanding of 401(k) plan design, administration, and compliance
• Advanced knowledge of Excel, specifically working with census data, financial data, calculating plan corrections, and annual contribution calculations (e.g., V-lookup, "if-then" formulas)
• Advanced analytical skills and ability to strategically identify and resolve data discrepancies
• Outstanding project management and delegation skills
• Ability to oversee the fulfillment of colleague work
• Strong time management skills; self-motivated, detail-oriented, and organized
• Excellent written, oral, and interpersonal skills; comfortable and effective communication with clients and vendors
• Ability to navigate difficult circumstances and work well within a team environment
• Resourceful, with strong critical thinking, analytical, and problem-solving skills
• Proven people management and leadership skills (viewed favorably)
• Bachelor’s degree or equivalent years of industry experience

Benefits

• Comprehensive medical, dental, and vision insurance
• 401(k) savings plan with employer contributions
• Employee stock purchase plan
• Annual incentive plan for discretionary bonus (eligibility and amount subject to plan terms)
• Long-term incentive awards (at Aon’s discretion)
• 12 paid holidays, 15 days of paid vacation, and paid sick leave as provided under state/local laws
• Short-term disability and optional long-term disability
• Health savings account, health care, and dependent care reimbursement accounts
• Employee and dependent life insurance, supplemental life, and AD&D insurance
• Optional personal insurance policies
• Adoption assistance and tuition assistance
• Commuter benefits and employee assistance program (including free counseling sessions)
• Two “Global Wellbeing Days” each year
• Agile work environment with flexible working style solutions
• Continuous learning culture to support professional growth

Pay

The salary range for this position is $90,000-$110,000 annually. Salary will vary based on applicant’s education, experience, skills, abilities, internal equity, and alignment with market data. The salary may also be adjusted based on geographic location. This position is eligible for an annual discretionary bonus in addition to base salary.